I am a new user (Dec 2023) and am looking for the “rollover budget” feature that I see referenced in posts from 2019-20. I even find a YouTube video given by Heather in 2019 that demos it. I don’t see the feature in the Foundation Template (Sheets or Excel) nor on the Tiller Community Solutions add-in. I read that it is incompatible with the Foundation Template so I am hesitant to invest a lot of time in the Foundation Template if it’s going to lead to a dead-end. Thanks for any help and clarification and sorry for the newbie question here. Otherwise, this looks like a great solution for me.
Hi and welcome.
Not sure which “rollover budget” feature your referring to but have you looked at the “Savings Budget”?
As @MarcC notes, @mike.sale97, the “Rollover Budget” has been superseded by the Savings Budget. There are a few fussy features that didn’t make it into the newer version but most users find the Savings budget more performant and easier to use.
That’s good to hear. Have fun with it.